International Investment Solutions
Faulkner International offer a wide range of international investment solutions including:
Capital Investment
Faulkner International offers investment portfolios for individuals, trusts and corporations. Portfolios are structured for tax efficiency, confidentiality, growth and income and are placed offshore with the appropriate legislative security.
A balance between growth and security can be achieved in parallel with built-in flexibility and immediate access to capital if required. Alongside personal service detailed computerised statements are available to keep clients fully informed.
Insurance
One of the first steps in investment planning is to protect that which you have already accumulated. Whether it is for your family or for your business, Faulkner International can arrange protection insurance against untimely death and loss of income due to sickness, accident or a critical illness. In some cases, we can recommend ways of reducing inheritance tax liability via the use of appropriate offshore Trusts and Companies.
Portfolio Management
With extensive experience of the tailor made requirements for both the individual and corporate investor, including purchase and resale of ESPP, stock and stock options. Faulkner International has the latest technology available to ensure up to the minute detailed information, forecasts and analysis, including direct access to Standard and Poors Micropal tracking facilities.
Guaranteed Funds
A comprehensive and tax efficient number of investment vehicles are available to Faulkner International clients, dependent on their level of capital potential needs, ranging up to 100% security and offering the maximum income potential.
Tax Sensitive Financial Planning
Whilst abroad, it is very important for you to arrange your affairs to take advantage of the variations that exist between the applicable tax jurisdictions.
All major Investment Houses and Institutions with whom Faulkner International are connected offer investment vehicles whose return is allocated on a Tax-Free basis, subject to the timely and correct planning of one's tax affairs. This applies to both Capital and Regular contribution arrangements.
Managing an UK property whilst abroad can also pose tax as well as logistical management problems. It is essential to be aware of implications in these areas prior to making plans that need to be readjusted from arms length, having moved overseas.
Retirement Provision - maximising pension advantages
During an expatriates time abroad, it is of paramount importance that they make provision for their retirement. It is surprising how many people overlook this fundamental requirement for future security.
Faulkner International offers a wide selection of offshore retirement plans for both individuals and corporations. As part of these ''made-to-measure' policies, we can also include early access, phased retirement and the transfer of pension plans or 'frozen' pensions.
Regular Savings
One of the most effective ways of building capital is by saving on a regular basis. Long-term and short-term plans can be arranged and are available in most currencies. Faulkner International will advise you on the suitability of a particular savings plan and will ensure not only security and confidentiality but also the maximum potential for growth and tax efficiency.
We have multi-national tax expertise providing a very valuable resource for our clients. Coordinating international affairs is both complicated and exacting. Our consultants' expertise ensures that your clients' financial house is in order - peace of mind for you and them!
School Fees Planning
Preparation is vital to secure the best education for your children; the earlier the better. Faulkner International has a variety of specialist schemes that are suited to the needs of your children at the various (often expensive!) stages of their education.
We offer professional advice on the forward planning required to minimise the impact of your financial commitment.
We offer professional advice on the forward planning required to minimise the impact of your financial commitment.
We can help.
